Retirement Planning - Redefined
John Teixeira and Nick McDevitt
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What Is A Backdoor Roth IRA?
This week, we're breaking down the Backdoor Roth IRA: the legal workaround that high earners use to get their money into a Roth and let it grow tax-free forever. We'll walk you through exactly how it…
2026 Money Updates You Can’t Ignore
What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietly impact your cash…
Common Retirement Myths And Why They’re Dangerous
There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound…
What Is Net Unrealized Appreciation (NUA)?
This episode takes a deep dive into Net Unrealized Appreciation (NUA), a little-known tax strategy that could significantly reduce taxes on company stock held inside a 401(k). John and Nick explain…
2025 Year In Review: What Actually Mattered for Your Money
A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down…
Big Beautiful Bill Myths Debunked
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what…
What The “Big Beautiful Bill” Means For Your Retirement Plan
Today, John and Nick dive into the Big Beautiful Bill and what its changes mean for retirees and pre-retirees as the year winds down. They break down updates to tax brackets, standard and senior…
The 5 Must-Do’s In Year One of Retirement
Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how…
IRMAA: The Hidden Medicare Penalty You Might Be Paying
Medicare isn’t always as free as you think. In this episode, we'll explain IRMAA—the income-based surcharge that can raise your premiums and shrink your Social Security check. Learn what triggers it,…
Understanding Estate Planning: Trust Mistakes And Issues (Part 4)
We're excited to welcome back estate planning attorney Bill McQueen of Legacy Protection Lawyers! This episode dives into common estate planning mistakes, the nuances of trusts versus wills, and…
Understanding Estate Planning: Trust Types with Bill McQueen (Part 3)
This episode, we welcome estate planning attorney Bill McQueen of Legacy Protection Lawyers to break down the essentials of trusts and why they matter. Bill explains the key differences between wills…
Understanding Estate Planning: Wills and Probate with Nicole Cleland (Part 2)
This episode, we welcome back estate planning expert Nicole Cleland to discuss important topics such as how property passes after death, the rights of spouses and blended families, challenges minors…
Understanding Estate Planning: The Fundamentals with Nicole Cleland (Part 1)
In this special episode of Retirement Planning Redefined, John and Nick welcome their first-ever guest, Nicole Cleland of Legacy Protection Lawyers, to kick off a new estate planning series. Nicole…
The 4 Things You Can Control in Retirement
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle…
Should You Gift Money While You’re Alive or Leave A Legacy?
You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give…
Talking To Your Spouse About Market Crash Fears
This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Helpful Information: PFG…
What Should You Actually Do When the Market Drops?
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit? Helpful…
Inside the Advisor’s Office: What People Are Actually Concerned About
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are…
April Fool’s: Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and…
Social Security Claiming Tips for Diverse Family Situations
Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family,…
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Retirement Planning - Redefined has published 94 episodes since May 2019, covering topics in Business, Business News.
Retirement Planning - Redefined is currently active with new episodes monthly. Average episode length is 17m.
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